Northwest Investment Counselors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Northwest Investment Counselors’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$19.9K	Buy	+84	New	+$19.1K	﹤0.01%	349

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwest Investment Counselors's VB Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q3 2024: 84 shares worth $19.9K. The stake represents ﹤0.01% of the portfolio and ranks #349 among its holdings.

1,973 funds tracked by Wall St. Rank hold VB as of Q3 2024.

Northwest Investment Counselors held 84 shares of Vanguard Morningstar Small-Cap ETF worth $19.9K as of Q3 2024.
Vanguard Morningstar Small-Cap ETF was a new Northwest Investment Counselors position in Q3 2024.
Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #349 holding.
1,973 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.